No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Very satisfied with Simon’s direction and advice.
Answers all my questions in a language that i understand.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
My original setup is very good, they offer sound financial advice.
He is so easy to talk with and is very helpful when needed.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
My investment did well, even in difficult world-wide conditions.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.